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分析师:美联储若释放任何偏鸽派信号或利好比特币

2026-07-29 08:13:58

ChainCatcher 消息,据 CoinDesk 报道,分析师表示,美联储若释放任何偏鸽派信号,可能利好比特币。市场对美联储周三是否加息分歧显著——CME FedWatch 数据显示,维持利率不变概率为 70%,意外加息 25 个基点概率为 30%。Block Scholes 分析师 Thahbib Rahman 指出,美联储主席 Kevin Warsh 减少前瞻指引使用,导致市场不确定性加剧,本次 FOMC 会议为多年来最不确定的一次。

比特币 7 月迄今上涨约 6%,而标普 500 基本持平,半导体板块已下跌近 20%。K33 Research 研究主管 Vetle Lunde 表示,纳斯达克此前强势且仓位拉伸,比特币持续在多年低点附近盘整,两者相关性减弱,本周 FOMC 会议对 BTC 影响可能有限。Rahman 称,“任何偏鸽派的信号都可能推动比特币继续跑赢。”

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